Audit Stages/Statuses (New and Improved)

Reading time 2 mins

Introduction

• When viewing the Audit List and Audit dashboards in Analytics you will come across different audit stages or statuses.

• The term stages is used in the Audit List.  This is in reference to the audit workflow and it’s progression.

• The term status is used in the Analytics.  This is also in reference to the audit workflow and it’s progression.

Terminology

The following Stage are visible on the Audit List.

• Not Started.
  • This audit is scheduled and had not yet been started on any stage of the workflow.

• Audit in progress.
  • The audit has been started.  A user must confirm that they wish to begin the audit and this changes the status from ‘Not started’ to ‘Audit in progress’.
  • This status references the audit questions.

• Action Plan
  • This audit has reached the Action Plan step of a workflow. (This step is optional when scheduling an audit)
  • The Action Plan step is outstanding and requires completion.

• Authorisation.
  • The audit has reached the Authorisation step of a workflow. (This step is optional when scheduling an audit)
  • The Authorisation step is outstanding an requires attention.

• Complete
  • The audit workflow steps have been completed in full and there are no further outstanding audit activity require.  
  • Please note, any individually linked action plans may continue to be outstanding.
  • If the audit is recurring the next occurrence will be scheduled.

Analytics

When viewing the Analytics you might see some slight variation in phrases.

• Action Plan may be referred to as Action plan in progress
• Complete may be referred to as Audit Closed